Tax & Financial Planning Associate (Enrolled Agent) jobs in United States
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THE PATZER GROUP, LLC ยท 1 week ago

Tax & Financial Planning Associate (Enrolled Agent)

positionEdwardsburg, MI
timeFull-time
remoteOnsite
seniorityMid Level
money$70K/yr - $100K/yr
date3+ years exp

THE PATZER GROUP, LLC is a client-focused financial advisory firm seeking a detail-oriented Enrolled Agent to prepare individual income tax returns and support financial planning activities. This role offers a balanced mix of tax work during tax season and collaborative financial planning support throughout the year.

Financial Services
Hiring Manager
Mitch Patzer
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Responsibilities

Prepare and review individual federal and state tax returns (Form 1040)
Work with common schedules including Schedule A, B, and D
Prepare returns involving:
Investment income and consolidated 1099s
Retirement income (IRAs, pensions, Social Security, RMDs)
Charitable deductions and basic tax credits
Limited multi-state filings
Ensure accuracy, timeliness, and compliance with IRS regulations
Assist advisors with building and updating financial plans
Support tax-aware planning analysis, including:
Roth conversion scenarios
Capital gains management
Tax-efficient withdrawal strategies
Charitable planning considerations
Input and maintain data in financial planning software (eMoney, RightCapital, MoneyGuide, or similar)
Review plans for tax implications and flag opportunities for advisor review
Support year-end tax projections and planning initiatives

Qualification

Enrolled Agent (EA)IRS PTINTax return preparationForm 1040 knowledgeFinancial planning softwareFinancial advisory experienceAdditional certificationsClient communicationAttention to detailOrganizational skills

Required

Active Enrolled Agent (EA) credential in good standing
Current IRS PTIN
3+ years of experience preparing individual tax returns
Strong working knowledge of Form 1040 and related schedules
High attention to detail and strong organizational skills
Ability to explain tax concepts clearly to clients and advisors

Preferred

Experience in a financial advisory or planning environment
Familiarity with financial planning software (eMoney, RightCapital, MoneyGuide)
Comfort working with investment-heavy individual clients
Interest in expanding tax knowledge into broader financial planning
Additional certifications (CPA, CFP. CPT, ChFC, etc.)

Benefits

401(k)
401(k) matching
Opportunities for advancement
Paid time off

Company

THE PATZER GROUP, LLC

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Our mission is to get to know and understand your needs, wants, and long-term goals.
location
Mishawaka, Indiana, us
people-size2-10 employees
web-link
https://www.thepatzergroupwm.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase